CWS Institutional Ownership & Shareholders
ADVISORSHARES EQUITY FOCUSED (CWS) is currently held by 52 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $45.17M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cibc World Market Inc. is currently the largest disclosed institutional shareholder of CWS tracked by InsiderSet, reporting ownership valued at approximately $8.63M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.53M, representing an estimated loss of -1.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed CWS value among the investors covered in this analysis. Major shareholders include Cibc World Market Inc., Cetera Investment Advisers, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in ADVISORSHARES EQUITY FOCUSED (CWS).
This page ranks the largest institutional CWS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
52
Total Reported Value
$45.17M
Largest Holder
Cibc World Market Inc.
Largest Position
$8.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cibc World Market Inc. | 0.01% | 126,540 | $8,628,763 | $8,531,327 | -$97,436 | -1.13% | |
| Cetera Investment Advisers | 0.00% | 67,177 | $4,580,819 | $4,529,073 | -$51,746 | -1.13% | |
| Osaic Holdings, Inc. | 0.01% | 63,607 | $4,337,665 | $4,288,384 | -$49,281 | -1.14% | |
| Kestra Advisory Services, Llc | 0.01% | 59,269 | $4,041,549 | $3,995,916 | -$45,633 | -1.13% | |
| Mason & Associates Inc | 0.53% | 48,177 | $3,285,181 | $3,248,093 | -$37,088 | -1.13% | |
| Lpl Financial Llc | 0.00% | 38,241 | $2,607,641 | $2,578,208 | -$29,433 | -1.13% | |
| Stone Wealth Partners | 1.63% | 32,647 | $2,227,624 | $2,201,061 | -$26,563 | -1.19% | |
| Stifel Financial Corp | 0.00% | 19,391 | $1,322,272 | $1,307,341 | -$14,931 | -1.13% | |
| Truewealth Advisors, Llc | 0.24% | 16,034 | $1,066,724 | $1,081,012 | +$14,288 | +1.34% | |
| Flow Traders U.S. Llc | 0.04% | 15,526 | $1,059,000 | $1,046,763 | -$12,237 | -1.16% | |
| Patriot Financial Group Insurance Agency, Llc | 0.08% | 11,993 | $817,803 | $808,568 | -$9,235 | -1.13% | |
| D.A. Davidson & Co. | 0.00% | 11,779 | $803,210 | $794,140 | -$9,070 | -1.13% | |
| Gc Wealth Management Ria, Llc | 0.04% | 10,692 | $729,087 | $720,855 | -$8,232 | -1.13% | |
| Susquehanna International Group, Llp | 0.00% | 9,104 | $620,802 | $613,792 | -$7,010 | -1.13% | |
| Thrivent Financial For Lutherans | 0.00% | 8,483 | $578,000 | $571,924 | -$6,076 | -1.05% | |
| Perennial Investment Advisors, Llc | 0.04% | 7,834 | $534,200 | $528,168 | -$6,032 | -1.13% | |
| Millstone Evans Group, Llc | 0.29% | 7,818 | $533,109 | $527,090 | -$6,019 | -1.13% | |
| Integrated Advisors Network Llc | 0.02% | 7,442 | $507,470 | $501,740 | -$5,730 | -1.13% | |
| United Advisor Group, Llc | 0.05% | 6,703 | $457,081 | $451,916 | -$5,165 | -1.13% | |
| Spreng Capital Management, Inc. | 0.16% | 6,611 | $450,804 | $445,714 | -$5,090 | -1.13% | |
| Nova Wealth Management, Inc. | 0.24% | 6,249 | $426,135 | $421,308 | -$4,827 | -1.13% | |
| Hrt Financial Lp | 0.00% | 6,012 | $409,000 | $405,329 | -$3,671 | -0.90% | |
| Cerity Partners Llc | 0.00% | 5,950 | $405,731 | $401,149 | -$4,582 | -1.13% | |
| Beacon Pointe Advisors, Llc | 0.00% | 5,835 | $397,903 | $393,396 | -$4,507 | -1.13% | |
| Cornerstone Wealth Management, Llc | 0.02% | 5,761 | $392,869 | $388,407 | -$4,462 | -1.14% | |
| Raymond James Financial Inc | 0.00% | 5,465 | $372,658 | $368,450 | -$4,208 | -1.13% | |
| Icon Wealth Advisors, Llc | 0.02% | 5,112 | $348,614 | $344,651 | -$3,963 | -1.14% | |
| Snowden Capital Advisors Llc | 0.01% | 5,110 | $348,451 | $344,516 | -$3,935 | -1.13% | |
| Envestnet Asset Management Inc | 0.00% | 4,588 | $312,872 | $309,323 | -$3,549 | -1.13% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.03% | 4,258 | $290,350 | $287,074 | -$3,276 | -1.13% | |
| Kingsman Wealth Management, Inc. | 0.13% | 4,214 | $287,329 | $284,108 | -$3,221 | -1.12% | |
| Jpmorgan Chase & Co | 0.00% | 4,065 | $276,694 | $274,062 | -$2,632 | -0.95% | |
| Aqr Capital Management Llc | 0.00% | 4,000 | $272,760 | $269,680 | -$3,080 | -1.13% | |
| Ieq Capital, Llc | 0.00% | 4,000 | $272,760 | $269,680 | -$3,080 | -1.13% | |
| Iron Financial Llc | 0.11% | 4,000 | $272,760 | $269,680 | -$3,080 | -1.13% | |
| Captrust Financial Advisors | 0.00% | 3,642 | $248,348 | $245,544 | -$2,804 | -1.13% | |
| Ubs Group Ag | 0.00% | 2,265 | $154,450 | $152,706 | -$1,744 | -1.13% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,369 | $93,229 | $92,298 | -$931 | -1.00% | |
| Nbc Securities, Inc. | 0.01% | 1,341 | $91,489 | $90,410 | -$1,079 | -1.18% | |
| Institute For Wealth Management, Llc. | 0.01% | 1,224 | $83,465 | $82,522 | -$943 | -1.13% | |
| Holos Integrated Wealth Llc | 0.03% | 1,000 | $68,522 | $67,420 | -$1,102 | -1.61% | |
| Golden State Wealth Management, Llc | 0.00% | 531 | $36,252 | $35,800 | -$452 | -1.25% | |
| Newedge Advisors, Llc | 0.00% | 500 | $34,095 | $33,710 | -$385 | -1.13% | |
| Us Bancorp \De\ | 0.00% | 379 | $25,844 | $25,552 | -$292 | -1.13% | |
| Comprehensive Financial Planning, Inc./Pa | 0.01% | 331 | $22,544 | $22,316 | -$228 | -1.01% | |
| Assetmark, Inc | 0.00% | 280 | $19,093 | $18,878 | -$215 | -1.13% | |
| Ifg Advisory, Llc | 0.00% | 109 | $7,449 | $7,349 | -$100 | -1.35% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 85,869 | $5,855 | $5,789,288 | +$5,783,433 | +98777.68% | |
| Morgan Stanley | 0.00% | 42 | $2,886 | $2,832 | -$54 | -1.88% | |
| Vanguard Advisers Inc | 0.00% | 18 | $1,227 | $1,214 | -$13 | -1.10% |
Frequently asked questions about CWS
Who are the largest institutional holders of CWS?
The largest institutional holders of CWS reported in the latest SEC Form 13F filings include Cibc World Market Inc., Cetera Investment Advisers, Osaic Holdings, Inc., Kestra Advisory Services, Llc, and Mason & Associates Inc. InsiderSet ranks institutional holders by their latest reported CWS position.
What is CWS institutional ownership?
This page tracks CWS positions reported by institutional investment managers through SEC Form 13F. ADVISORSHARES EQUITY FOCUSED (CWS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CWS?
InsiderSet currently tracks 52 institutional managers reporting CWS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CWS shareholders.
How much CWS stock do institutions own?
Institutional investment managers disclosed approximately $45.17M in CWS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CWS institutional ownership last updated?
The latest CWS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CWS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CWS position after the reporting date.
Are institutions buying or selling CWS?
Institutional buying and selling can be analyzed by comparing CWS positions across consecutive 13F reporting periods. InsiderSet's CWS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CWS ownership changes.
How has CWS institutional ownership changed over time?
InsiderSet tracks CWS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.